Business Analyst, Salesforce for Nonprofits
- Description:
- Tenacious, pragmatic, with a keen sense of humor? You just might be an Idealist!
- At Idealist Consulting, we are innovators and problem-solvers committed to global progressive action. We help organizations grow through Salesforce implementation, marketing automation, and custom application development.
- As a Salesforce Managed Services: Business Analyst you’ll work closely with clients to provide post implementation support, system optimization, and/or ongoing administration as contracted.
- Provide system administration, design, and optimization services inline with Managed Service contract engagement standards & SLA’s
- Educate, guide, and empower clients in the Idealist Way
- Balance response times and approvals across multiple assignments
- Plan activities from requirements to solution design using prescribed project management tools and delivery methodologies to ensure continuity in communication and project quality
- Escalate client or consultant capacity concerns to Client Success for resolution support
- Design and implement Salesforce solutions, to meet client needs, identify opportunities for business process and system alignment and optimization
- Facilitate client need assessment, through user story collection, grooming, and prioritization
- Favor declarative configuration with custom fields, objects, layouts, views, reports, dashboards, and automation
- Support validation and user acceptance testing
- Ensure baseline data integrity, hygiene, and security
- Provide documentation to empower client understanding and ownership of their system
- Facilitate the selection and implement third-party solutions and applications as needed
- Translate client business requirements into well-architected solutions that best leverage the platforms, products, and applications
- Lead data mapping efforts during solution design and implementation phases, ensuring data integrity and usability across systems
- Provide on project mentorship for Jnr Consultants and new hires
- Assist Sales and Services Teams in preparing estimates for implementation, providing detailed level of effort estimates for proposed solutions and Alert Client Success of new opportunities as identified
- Stay up to date on Salesforce best practice, ecosystem trends, and product releases
- Advise and train clients on product enhancements, new functionality, and adoption opportunities
- Requirements:
- Baseline Expectation:
- Nonprofit Cloud Consultant Certification
- Current working knowledge of Salesforce for nonprofits recent releases and roadmap
- Able to solve automation requirements with Flow
- Excellent verbal and written communication skills including the ability to translate technical concepts to a non-technical audience
- Ability to balance multiple project assignments at one time
- Creative and analytical thinking with a passion for solving customer problems with software solutions
- Understanding of nonprofit business process and complexities
- Extra Credit:
- Additional Salesforce certifications such as: Experience Cloud
- Previous experience as a Salesforce for Nonprofit consultant
- Experience managing projects or engaging in projects with technical and cross-functional components
- Benefits:
- Equitable total compensation package with base salary and monthly utilization awards
- Humane work weeks and a Hybrid Work Policy that allows you to work from wherever you are (as long as there’s an internet connection)
- Healthcare benefit package options that cater to all lifestyles
- Generous paid time off plans that grow over time
- Paid volunteer time to encourage community involvement and a service mindset
- 401k employer match and short term leave available with tenure
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